Treasury Automation & Transformation Lead
Role details
Job location
Tech stack
Job description
The Treasury Automation Lead is responsible for driving the automation and transformation of the treasury function within a global FX and payments provider. The role focuses on defining business and functional requirements, selecting and implementing treasury technology solutions, and delivering scalable, well-controlled operating models. The position acts as a key liaison between Treasury, Technology, Operations, and other stakeholders to modernize capital, liquidity, and payments processes across the firm. This is an exciting opportunity to shape the future roadmap of capabilities in line with Treasury's strategy and business demands., Automation & Process Transformation
- Evaluate current treasury, FX, and risk management workflows to identify automation and efficiency opportunities
- Define future-state operating models aligned with straight-through processing and scalability goals
- Develop detailed business and functional requirements for treasury systems and related integrations
- Drive standardization of treasury processes across entities, regions, and currencies
Software Selection & Implementation
- Lead vendor evaluation, system selection, and implementation of treasury management systems, risk management and forecasting tools, and bank connectivity solutions
- Partner with Technology to ensue integration with internal and vendor platforms
- Oversee testing, user acceptance, and production rollout activities
- Ensure systems meet operational, regulatory, and control objectives
Stakeholder Management
- Lead the cross functional teams building out requirements and drive implementation
- Work with others on the team to collaborate and share knowledge
- Provide timely updates and reporting against metrics, outcomes and milestones
Project Management
- Manage the full lifecycle of the project from requirement discovery to launch
- Apply an agile mindset and approach to ensure timely delivery of high-quality features and improvements.
Requirements
- Demonstrated success in delivering large-scale technology transformation initiatives
- Understanding of one or more treasury capability such as liquidity, capital, interest rate risk, FX, payments, stress testing
- Knowledge of treasury management systems
- Proven experience delivering outcomes in fast moving environments
- Experience working with financial institution and/or treasury technology vendors
Skills
- User journey mapping
- Discovery and requirements assessment
- Good time management and prioritisation
- Project management
- Data analysis and decision making
Please note: This position is full-time, permanent. The role is expected to be office-based in London as part of Treasury Team. However, we have an agile flexible working policy which enables you to work up to 2 days from home if desired.